Large donations and legacies

Generating donations can be transformational for archives, and can provide some of the highest returns of any type of fundraising.

The skills to secure high-level funding

This presentation will help you think about finding, understanding and building relationships with new supporters and it covers:

  • the three major income streams: individual, business and legacies
  • how to identify high-value donors and their motivations for giving
  • how to craft appropriate fundraising approaches to these givers, and how best to steward relationships with them

This template will also help you organise your research and prospect planning.

Legacy and major donation cultivation

This document provides a summary of advice to help you with legacy and major donor cultivation & stewardship. This document also compiles some top tips to help you develop a legacy campaign on a small budget.

Stewardship of existing donors is important, as it will help to strengthen and preserve the relationship over time.  You may find reviewing these top tips helpful.

Accepting legacies effectively

This practical resource can help you identify whether a development trust is an appropriate option for your archive service and, if so, what steps they can take to establish a successful one.

The National Archives have also produced guidance on spinning out local authority archive services. The guidance:

  • outlines different models for service spin-outs and their implications for archive services
  • highlights key regulatory and good practice issues that need to be addressed
  • explores business planning and what is different about operating in a spin-out